-
About Pejovic & Associates Private Wealth Management:
We are a team of experienced wealth management professionals directed by two Senior Portfolio Managers, Petar
Pejovic and Milos Pejovic. We work in close collaboration to benefit our clients with dedicated financial planners, a
senior investment associate, and several other specialist advisors.
Our services include professional private wealth management, financial planning, tax efficient investing, will &
estate planning, retirement income planning, business succession planning, and inter-generational wealth transfer.
Our clients include high-net-worth families and individuals, corporations, foundations, and non-profit charities.
Our team’s discretionary customized portfolio platform offers solutions to investment goals that clients want to
achieve. Using conservative asset allocation strategies that are blended with consistent quantitative rebalancing
strategies, our approach is both unique and effective.
Hours
Monday9:00AM - 4:00PM
Tuesday9:00AM - 4:00PM
Wednesday9:00AM - 4:00PM
Thursday9:00AM - 4:00PM
Friday9:00AM - 4:00PM
SaturdayClosed
SundayClosed
Additional Numbers
Fax 833-315-4868
Mobile 431-815-8843
Toll Free 833-423-3061
Follow us on:
PEJOVIC & ASSOCIATES PRIVATE WEALTH MANAGEMENT CUSTOMERS REVIEWS
There are currently no reviews yet. Be the first one to write a review!
-
Photos
Brands Carried
Pejovic & Associates Private Wealth Management, Wellington-Altus Private Wealth Management
Products and Services
Portfolio Management, Financial Planning, Financial Services
Languages
English
Associations
Wellington-Altus Private Wealth Management
Keywords
Investments, Economics, Financial Planning, Financial Services, Portfolio Management, Insurance, FHSA, TFSA, RRSP, RDSP, RESP, Mutual Fund, Mortgage, Wealth Management, Asset, Capital Market, Compound Interest, Cash Flow